How to Handle Scope Creep Without Losing the Client | Live Role Play w/ Exactly What to Say

Ever had a client ask for “just one more thing” — without expecting to pay more?

In this live role play, Carlos Garcia (EWTS Guide & sales coach) and ‪@HectorGarciaCPA‬ (CPA & Reframe Co-Founder) demonstrate exactly how to handle scope creep conversations like a pro — without damaging trust or making it awkward.

Watch as Hector plays the accountant faced with a familiar challenge:
👉 A client is asking for work beyond the original agreement — without expecting to pay extra.
👉 The accountant must communicate this will cost more while keeping the conversation calm, professional, and client-focused.
👉 Using the Exactly What to Say methodology, Carlos coaches Hector on how to stay curious, gather context, and show value — turning a tough moment into a trusted one.

💡 If you're an accountant, bookkeeper, or professional service provider who struggles with uncomfortable money conversations — this episode gives you the language and mindset to set boundaries and still deepen client relationships.

🎯 You’ll Learn:

How to set expectations without sounding defensive

The magic words to communicate added fees with confidence

Why curiosity and calm language lead to less resistance

Real-life phrases and frameworks you can use in your next client conversation

📍 Learn more about EWTS for Accountants and sign up for our upcoming live & virtual workshops:

👉 www.reframeaccounting.com

🔔 Subscribe for more live sales role plays and sales psychology content!

💬 Drop a comment: What’s the toughest money convo you’ve had with a client?